U22 file not carried forward to 2023

[Elena Elena]

Hi,

 

I have a .u22 file on my PC that I clicked to carry forward to 2023, got message that it was successfully carried forward but no information except the name is carried forward to 2023. 

 

I reopened the last u22 file in UFile 2022 and all info is there, but it doesn't transfer to 2023.

 

What can I do? 

 

I am buying this programme every year as I have tons of info to carry forward.

Thanks. 

Elena

[Geo123]

Hello Elena Elena,

If you wish to ensure that the carryforward information is  indeed carried forward to the following year, then save your previous years completed  tax return to PDF and resave the file.  This action will ensure all carry forward information / amounts are carried forward to the next tax year.

Please note you should only  perform this action, saving to PDF,  prior to starting your new tax return. If you carry forward a previous year to a  file that has been completed, you risk overwriting the information already in your file. 
Please follow these steps:
From the “My Files ” main menu first delete the current/new  tax year.
Launch the previous year’s return and go to the “Tax Return” tab 4.
On the bottom of the Tax Return tab click on “Download PDF”
Then click on “settings” in the upper right corner and “Save and Close”
The page will jump to the “My Files” main menu.
Create the new tax year by selecting “Create a new…” and click “Go!”
Launch the new tax year and your information should be carried forward.
Note: if you have paid for your tax return and you delete the file, the payment will also be deleted.  In this case, please contact us and we will provide a voucher to replace the deleted payment.

 

[Elena Elena]

Thanks Geo123 for your prompt reply.

It looks like the PDF file for 2022 that I saved doesn't help with .u22 file update/conversion. I am using UFile for Windows (not online ) and need a proper .u22 file to carry forward to 2023. How can PDF be converted to .u22 as the system can only use .uxx files to carry forward? As I mentioned before only names and addresses are carried forward, but no other information.

Thanks!

[Geo123]

HelloElena Elena ,

You are welcome.

You can not carryforward the PDF file, it must be the .u22 file (which was saved as a PDF file and then .u22 saved).

[Elena Elena]

Thanks, now I got now! It was transferred.

It was not clear in the beginning that saving PDF is a prerequisite for carrying forward a u22. Please forward this feedback to your engineering team.

 

Thanks!

Elena

[Geo123]

Hello HelloElena Elena,

Glad to hear it, you are welcome.  I have made note of your feedback, thank you.